Client Services Manager

Walnut Creek, CA / Remote
30+ days ago

Job Description

JOB TITLE: Client Services Manager *Account Specific Position

SUPERVISION RECEIVED: Training Manager/Client Services Support Manager/SVP, Client Services and Business Development


JOB SUMMARY: The Client Services Manager is assigned to support Account Managers or account teams on specific proposals and/or projects. Project management is essential for ensuring program success, balancing the needs of both client and internal stakeholders. This position will use their experience in client services and project/event management, for delivering integrated marketing solutions. This position will work directly with the Account Director and will oversee and manage multiple client deliverables simultaneously. This person may also perform administrative tasks for the account manager.

Sales Process

  • Support Account Director on the day-to-day management of our client’s programs
  • Facilitate regular check-ins and provide timely reporting and feedback
  • Establish project requirements, priorities and deadlines
  • Manage weekly operational calls and review sessions to ensure the client’s strategic goals and objectives are met, inclusive of agenda development and written follow up with next steps/deliverables
  • Collaborate effectively with cross-functional teams across multiple offices, time zones and vendors/partners to deliver executional excellence
  • Manage relationships and communication effectively with multiple program stakeholders
  • Assess and communicate scope of work impact to the Account Director, and when applicable, work with client on associated timeline and/or budget implications
  • Develop and maintain appropriate levels of communication with client, internal team members, vendors, partners, and staff to ensure proper coordination of all program components and deliverables
  • Proactively create, maintain and track all relevant project documents such as signed deliverables, project finances, project status report/update to management and clients
  • Must be able to work on the account by setting priorities, maintaining deadlines, engage in program development and financial management

Sales Support

  • Work with Account Manager to ensure that Clients are invoiced in accordance with internal policies and Client agreements

Post Production Process

  • Collaborate with Account Manager and Producer on actualizing of budgets
  • Collaborate with Account Manager to conduct final budget review with Client
  • Participate in post-project review with Account Manager, production and creative teams
  • Participate in post-project review with Account Manager and Client if appropriate

Office Responsibilities

  • Special projects as requested by SVP, Client Services and Business Development

Process Administration

  • Work with Account Managers and Clients to secure Client purchase orders and Client payments
  • Work with Producers and Account Managers to ensure jobs are ready to close
  • Archive all project elements in project database as described in the archiving checklist

Skills, Knowledge & Abilities

  • At least 2-4 years’ experience directly related to events
  • Strategic planning and creative problem-solving skills
  • Exceptional organizational, presentation and communication skills
  • B2B event experience a plus
  • Ability to communicate effectively with all levels of management
  • Ability to work well under pressure in a fast paced, dynamic environment
  • Ability to multitask and prioritize effectively
  • Ability to effectively manage teams as well as work effectively as part of a team
  • Passion for providing excellent service and quality

HOURS: Office hours are 8:30 a.m. to 5:30 p.m., Monday through Friday (40 hours per week). However, due to the nature and scope of the position days and hours may fluctuate.

PHYSICAL REQUIREMENTS: Ability to perform job duties that may include an average amount of lifting (+ or – 25lbs.), sitting, bending, stooping and standing is required.

TRAVEL REQUIREMENTS: Heavy travel is associated with this position. Travel for InVision related business is reimbursable at the amount allotted under state & federal guidelines.

EDUCATION/EXPERIENCE: This position requires a minimum of two-fouryears experience in event communications or related field as well as a proven sales track record.

Work remotely during COVID-19.

The above statements are meant to describe the general routine nature of work performed by people being assigned to this classification. This should not be construed as a contract or an all-inclusive list of job requirements. InVision management reserves the right to alter the job description and/or position classification based upon business necessity and company profitability.


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